| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 03/17/2019 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| AUM* | 565,847,463 -4.42% |
| of that, discretionary | 551,713,319 -6.71% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,331,406 -4.64% |
| % High Net Worth | 79.53% 14.52% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds